FIRST TR EXCNGE TRD ALPHADEX's ticker is FYC and the CUSIP is 33737M300.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $340,452 | +4.3% | 6,041 | +11.4% | 0.02% | 0.0% |
| Q2 2023 | $326,352 | +4.1% | 5,421 | 0.0% | 0.02% | -5.6% |
| Q1 2023 | $313,587 | +4.6% | 5,421 | 0.0% | 0.02% | -5.3% |
| Q4 2022 | $299,655 | -0.1% | 5,421 | -2.7% | 0.02% | -17.4% |
| Q3 2022 | $300,000 | -81.7% | 5,571 | -82.2% | 0.02% | -93.5% |
| Q3 2018 | $1,641,000 | +635.9% | 31,370 | +583.9% | 0.36% | +522.8% |
| Q2 2018 | $223,000 | +4360.0% | 4,587 | +3787.3% | 0.06% | +5600.0% |
| Q1 2018 | $5,000 | – | 118 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Savior LLC | 110,350 | $4,681,000 | 5.92% |
| Strid Group, LLC | 216,357 | $9,177,000 | 3.06% |
| MONEYWISE, INC. | 60,039 | $2,547,000 | 2.04% |
| MONECO Advisors, LLC | 29,106 | $1,235,000 | 0.97% |
| Lucia Wealth Services, LLC | 59,134 | $2,508,000 | 0.66% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 38,685 | $1,377,000 | 0.33% |
| Financial Advocates Investment Management | 44,325 | $1,880,000 | 0.18% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 40,420 | $1,714,000 | 0.12% |
| Transamerica Financial Advisors, Inc. | 11,579 | $492,000 | 0.11% |
| Cypress Wealth Services, LLC | 10,300 | $437,000 | 0.10% |